Exchange listing takeaway ✨Tier-1, high-liquidity exchanges drove the strongest gains. The reason? Fewer, selective listings concentrated capital, accelerated price discovery, and produced bigger spikes📈 Avg peak returns (2025):• Binance listings: ~93%• Other CEX listings: ~58–92%• ETH: ~50% | BTC: ~36%• Nasdaq: ~26% | S&P 500: ~19%New CEX listings outperformed traditional assets and even BTC/ETH, reinforcing crypto as a higher-volatility, higher-upside class. ...

RT Shiva (@ShivanshuMadan)Recently gave a talk on how price discovery is moving onchain on SolanaSharing slides here 🧵 https://t.co/ZRDAwsvtid ...

Core Insights - Bitcoin has experienced a decline for three consecutive days after failing to maintain its price above $70,000, with current trading volumes decreasing and the Crypto Fear and Greed Index indicating "extreme fear" [1] - The overall cryptocurrency market capitalization has decreased to approximately $2.28 trillion, with the CoinDesk 20 index dropping by 3.4% in the last 24 hours; however, this pullback is considered modest compared to historical standards, with no signs of panic selling [2] - Despite lower trading volumes and negative sentiment, inflows into spot bitcoin ETFs have remained steady, helping to mitigate some selling pressure, indicating that the market is currently in a price discovery phase [3] Market Dynamics - The current market is characterized by light spot trading volumes, with leverage influencing short-term price movements; this was evident when Bitcoin rebounded from lows due to crowded perpetual shorts [4] - Major market figures maintain a bullish outlook; for instance, Tom Lee from Fundstrat advised investors to seek entry points rather than attempting to time the market bottom [4] - Michael Saylor from Strategy reiterated his long-term confidence in Bitcoin, predicting it will outperform traditional equities despite recent price declines [5] Economic Indicators - Weak U.S. retail sales have led to increased expectations for interest rate cuts, which has negatively impacted the dollar; upcoming nonfarm payroll and inflation data are anticipated to further influence market risk appetite [5]

Intent systems solve routing and price discovery. The next problem is enforcement: what happens after a quote is accepted?@yodl_fi integrates with 1inch to answer that. Accepted quotes become binding obligations, enforced by protocol rules.Yodl (@yodl_fi):Yodl has integrated its first major orderflow venue: @1inch1inch supplies orderflow (>$3B/month on Ethereum).Yodl defines the execution-clearing rails for how MMs/Operators interact with it.Thread 🧵 https://t.co/d96QzGeQLu ...

Core Insights - Bitcoin and Ethereum ETFs experienced their first day of net inflows in weeks, breaking a streak of outflows just before year-end [1][7] - Bitcoin ETFs recorded a net inflow of $354.8 million, while Ethereum ETFs saw $67.8 million in net inflows, ending a period of significant withdrawals [2][3] - The reversal in inflows is attributed to increased buying interest, possibly from bargain hunters or expectations of a "January effect" [4] Inflow and Outflow Trends - Prior to the inflows, Bitcoin ETFs lost $751 million and Ethereum ETFs lost approximately $564 million during a seven-day outflow period [3] - Total withdrawals from both Bitcoin and Ethereum between December 15 and 19 amounted to around $1.13 billion [2] - The outflows were primarily driven by institutional de-risking, poor holiday liquidity, and tax-loss harvesting strategies [3] Market Dynamics - Historical data indicates a positive correlation between ETF flows and spot prices for Bitcoin and Ethereum, with a correlation coefficient of approximately 0.79 for Ethereum [5] - Unexpected ETF flows have been linked to prolonged price increases for Bitcoin, typically peaking 3-4 days after inflows [6] - The introduction of spot Bitcoin ETFs in early 2024 is expected to positively impact returns and volatility for Bitcoin, Ethereum, and other cryptocurrencies [8]

Core Viewpoint - Warburg may retain part of their stake if the desired valuation is not achieved, indicating a strategic approach to price discovery based on a 26% sale, which will be secondary in nature [1] Group 1 - The entire price discovery process will hinge on the 26% stake sale, suggesting that this transaction is critical for establishing a valuation benchmark [1] - There will be no primary capital infusion as the company currently does not require additional capital [1] - This transaction is likely a pre-listing round aimed at setting the valuation benchmark for future activities [1]

RT Lightspeed (@Lightspeedpodhq)"Solana at times is quoting spreads that are tighter than Binance"@ryanconnor explains why @solana should lean into HFT and price discovery happening onchain https://t.co/I6jnwDUUMW ...

Market Position & Growth - Opinion has surpassed Polymarket in daily volume, becoming the 2 prediction market on-chain [1] - Opinion has officially crossed $1 billion in trading volume [1][4] - The product demonstrates early traction and is positioned as a category winner [2] Product & Technology - Opinion is a full-stack prediction exchange designed for price discovery, enabling macro insight trading without traditional institutions [2] - Opinion AI is an AI oracle resolving real-world events [4] - Opinion Metapool provides shared liquidity and a trust layer [4] - Opinion Protocol is a universal market token standard [4] - The platform offers a CLOB (Central Limit Order Book) venue for pro-grade prediction markets [4] Funding & Team - Opinion raised a $5 million seed round led by YZi Labs [4] - The team comprises members from CMBI, Soros Fund, McKinsey, AWS, and Bytedance [4]

Cryptocurrency Market Dynamics - Monero (XMR) was systematically delisted from major exchanges like Binance, Coinbase, and Kraken across key regions [1] - Zcash (ZEC), with its optional privacy features, maintains broader availability and liquidity across exchanges [1] - XMR's mandatory privacy architecture made it less attractive to exchanges, impacting its accessibility [1] Liquidity and Price Discovery - Liquidity is a critical factor in price discovery within the cryptocurrency market [1] - The market has demonstrated that assets with limited accessibility due to delisting face challenges in price appreciation [1]

RT toly 🇺🇸 (@aeyakovenko)Permissionless price discovery ...